Nicole Mize Email and Phone Number

As a Financial Advisor, I am passionate about serving clients at each stage of life - whether they are just starting to grow their wealth, preparing for retirement, wanting the most out of their retirement, or wanting to develop a legacy plan. I value helping clients every step of the way.My team and I take the time to get to know you on a personal level, asses your risk tolerance, and then maintain a financial portfolio that is designed with your needs in mind. We believe our clients deserve to not only receive quality financial planning services, but also should continue to have their portfolio managed, receive regular updates, and have immediate access to financial advice. We maintain a business that serves our clients with regular reviews, both in person and in house, sends quarterly newsletters and market updates, and provides advice on all financial decisions. We have become a first contact for many clients for all their financial decisions - from buying a selling a home, planning for education expenses, reviewing estate plans, and deciding on long term care. Our clients know that their accounts are well-managed, actively monitored, and consistently checked to make sure we are helping to reach our client's objectives in ever changing market environments.